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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED_RES | 2026-06-23 |
Branch Locations
351 N Leadville Ave Ste 205A, Ketchum, ID 83340 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hailey | ID | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hailey | ID | 11/2016 | 06/2026 |
| Lpl Financial Llc | Ketchum | ID | 06/2026 | Present |
1. 06/2026 - SUMMIT RIDGE FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/22/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
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